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iShares S&P 100 ETF
OEF

Overview Fund Activity

512 hedge funds and large institutions have $4.7B invested in iShares S&P 100 ETF in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 112 increasing their positions, 186 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+11
Holders Change %
+2.2%
% of All Funds
8.19%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.38%
New
56
Increased
112
Reduced
186
Closed
36
Calls
$15.4B
Puts
$30.3B
Net Calls
-$14.9B
Net Calls Change
-$5.08B

Top Buyers

1
Bank of America
Bank of America
North Carolina
$981M
2
FSA
Financial Services Advisory
Maryland
$9.92M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$369M
4
VF
VitalStone Financial
Texas
$7.26M
5
LWA
Lineweaver Wealth Advisors
Ohio
$6.09M

Top Sellers

1
LA
Legacy Advisors
Pennsylvania
$10.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$21.2M
3
CWA
CM Wealth Advisors
Ohio
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$398M
5
FPF
First Pacific Financial
Washington
$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
526
Great Lakes Advisors
Illinois
– -$715K -4,191 Closed
PNAA
527
Pictet North America Advisors
Switzerland
– -$629K -3,688 Closed
LW
528
Linscomb Wealth
Texas
– -$517K -3,029 Closed
WI
529
WrapManager Inc
California
– -$507K -2,970 Closed
RTL
530
Red Tortoise LLC
Georgia
– -$492K -2,887 Closed
TI
531
Truepoint Inc
Ohio
– -$486K -2,852 Closed
RCM
532
Requisite Capital Management
Texas
– -$477K -2,797 Closed
FTA
533
Financial & Tax Architects
Missouri
– -$405K -2,293 Closed
Millennium Management
534
Millennium Management
New York
– -$342K -2,004 Closed
TSA
535
Tri-Star Advisors
Texas
– -$277K -1,564 Closed
CS
536
Comerica Securities
Michigan
– -$242K -1,419 Closed
LOPW
537
Live Oak Private Wealth
North Carolina
– -$227K -1,330 Closed
TWA
538
TPB Wealth Advisors
Texas
– -$217K -1,271 Closed
FAIM
539
Financial Advocates Investment Management
Washington
– -$214K -1,255 Closed
AA
540
AlphaQ Advisors
Florida
– -$213K -1,247 Closed
HSA
541
HBK Sorce Advisory
Pennsylvania
– -$207K -1,216 Closed
CA
542
Calton & Associates
Florida
– -$205K -1,200 Closed
RFA
543
Resurgent Financial Advisors
Georgia
– -$125K -730 Closed
PPC
544
Park Place Capital
Alabama
– -$82K -478 Closed
CIA
545
Choate Investment Advisors
Massachusetts
– -$45.9K -269 Closed
WFA
546
WestHill Financial Advisors
California
– -$28.3K -166 Closed
PIMG
547
Patriot Investment Management Group
Tennessee
– -$12.3K -68 Closed
MSCM
548
McElhenny Sheffield Capital Management
Texas
– -$10.2K -60 Closed
MWM
549
Mascoma Wealth Management
New Hampshire
– -$9.38K -55 Closed
CA
550
Corrado Advisors
New Jersey
– -$6.9K -40 Closed
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